mujeeb
Complete lead profile with customer details, campaign source, assigned agent, communication actions and conversion workflow.
Logged In
Catechu Admin
ORDER PLACED
Current CRM stage
High
Action urgency
0
Quality score
Meta
Wellness form 30Jun
Assigned Agent
Current owner responsible for this lead.
Shivam Upadhyay
TELECALLER
Shivam.upadhyay@catechuhealthcare.com
Campaign & Source
Marketing source and campaign mapping.
Source
Meta
Campaign
Wellness form 30Jun
Product
sexual_
Priority
High
Lead Timeline
Important activity checkpoints for this customer.
Lead Captured
Lead created on 18/8/2026, 8:00:07 pm
Assigned To Agent
Assigned to Shivam Upadhyay
Current Stage
ORDER PLACED
Next Follow-up
No follow-up scheduled yet
Update Lead Action
Change status, priority, follow-up date and agent notes.
Action Workspace
Communication and next-step controls for agent/admin.
Customer Details & Qualification
Fill customer, address, health, product and delivery details while speaking with the customer.
Basic Customer Profile
Customer identity and calling details.
Address & Google Location
Type address, then open Google Maps search.
Shipping / Delivery Address
Used for Shiprocket and dispatch integration.
Health / Disease Details
For health product qualification and safety notes.
Product & Order Qualification
Product, payment and order information.
Custom Fields
Add fields based on medicine, service, real estate, education or any CRM process.
Google Places autocomplete and Shiprocket live tracking will need API credentials later. This screen is ready for those integrations.
WhatsApp conversation
Customer mobile: 7906540548
Loading WhatsApp conversation...
Normal WhatsApp service messages work when the customer window is open. For closed-window customers, template API is required.
Call History
Auto-dialer call logs, duration and recordings will appear here.